Liam Methven is a financial advisor at Forum Financial Management, LP with one year of industry experience. He holds a Series 65 designation and previously worked at Red Ventures. Outside of his advisory role, he is also involved in insurance sales as a licensed insurance agent. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Aaron Gibbs is a financial advisor at Savvy with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Claris Financial, LPL Financial, and Triad Advisors. Gibbs is also the managing director of Gibbs Financial Services LLC, an investment-related business. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized, primarily index-based investment plans and utilizes third-party sub-advisers and technology platforms to support a variety of strategies and client needs.

Julie Manning is a financial advisor with Prosperity Capital Advisors in Powhatan, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at Global Financial Private Capital, LLC and Financial Dynamics and Associates. Outside of advisory work, she serves as an instructor for the Virginia chapter of the American Financial Education Alliance, conducting seminars on financial literacy, and holds leadership roles as Co-Chair of the Brookland Manor Home Owners Association and Special Events Coordinator for the Powhatan Rotary Club. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers institutional, sub-advisory, and fiduciary services.

David Shenton is a financial advisor at Capitol Securities Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capitol Securities since 2007. Outside of his advisory role, he is a passive investor in a tequila importing and distributing business called Two Sons Imports. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by providing brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through separately managed accounts, wrap fee programs, and third-party money managers, delivering advice via a network of investment adviser representatives who develop client-specific investment policies.

Samuel Williams is a financial advisor at Forum Financial Management, LP with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ohio National Financial Services and Northwestern Mutual. Outside of his advisory role, he serves on the Board of Trustees for Trinity Episcopal School in Richmond, VA. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, managing portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

Joseph Mcvey is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and over 43 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Morgan Stanley, where he worked from 2009 to 2019. Outside of his advisory work, he is a co-owner of Cypress Ice, LLC, a retail business focused on vending ice and purified water. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage tailored portfolios primarily on a discretionary basis and also operates private funds and pooled investment vehicles.

John Dennis is a financial advisor with Principal Financial Services, holding a Series 66 designation and bringing 21 years of industry experience. He has been associated with Principal Life Insurance Company since 2005 and IronWorks Financial since 2018. Outside of his advisory role, he is a co-owner of Gingersnap Ventures, LLC, a real estate holding company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Gary Wilson is a Series 66 credentialed financial advisor with eight years of industry experience. He is currently affiliated with Commonwealth Financial Network and has previously worked at Kestra Advisory Services LLC, Kestra Investment Services LLC, InVirtus Wealth Partners, and Edward Jones. Outside of his advisory work, he is the owner of Wilson Wealth Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, acting as a wrap-fee sponsor and back-office provider.

Susan Seitter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked with SunTrust Advisory Services and SunTrust Investment Services since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a supervisory Investment Advisory Group.

Charles Finfgeld is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Kestra Advisory Services, as well as ownership of InVirtus Wealth Partners, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, with portfolios implemented through both internal models and external subadvisers.

Zachary Webb is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He is the owner of Old Dominion Investment Strategies, LLC, a private entity involved in securities, advisory, and insurance business. Webb has previously worked with Kestra Investment Services LLC and Cambridge Investment Research Advisors among others. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages around $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Patrick Abelon is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, Sageview Advisory Group, GWFS Equities, and ICMA Retirement Corporation. Abelon also serves as an investment consultant with Sageview Advisory Group, assisting plan sponsors with fiduciary monitoring of their employer-sponsored retirement plan investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Walker Smithson is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and four years of industry experience. His prior roles include positions at Kestra Investment Services and Kestra Advisory Services, InVirtus Wealth Partners, Fidelity Investments, and Davenport & Company LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Michael Cook is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Infinex Investments, Inc. and Bi Investments, LLC. Outside of his advisory work, he serves as a volunteer firefighter and treasurer for the Powhatan County Fire and Rescue. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

John Middleton is a CFP®, CFA®, and Series 63 licensed financial advisor with 16 years of industry experience. He currently works at Mercer Global Advisors Inc. and previously spent 13 years at Brighton Financial Planning. Outside of his advisory role, he is a member of Deacon Magnolia Properties, a real estate holding company where he participates in financial management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach using diversified portfolios implemented through ETFs, index funds, separate account managers, direct indexing, and private funds.

Alex Robinson is a financial advisor with Commonwealth Financial Network in Richmond, VA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at various firms including Kestra Advisory Services LLC, Kestra Investment Services LLC, LPL Financial LLC, PCG Public Partnerships, and Cetera Advisors LLC. Outside of advisory activities, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Deborah Nuttycombe is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with SunTrust Advisory Services and SunTrust Investment Services for the past 10 years. Nuttycombe is a part owner of a rental property managed by her husband, though she has no management responsibilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christopher Tripp is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Company, and The Nielsen Company. He is the owner of Tripp's Financial, LLC, a business formed to support administrative functions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s offerings include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Charles Finfgeld Jr. is a financial advisor with Commonwealth Financial Network in Richmond, VA. He holds a Series 66 designation and has recently entered the industry, with prior experience primarily at InVirtus Wealth Partners and Commonwealth Financial Network since 2024. Before his advisory career, he worked at Virginia Tech and Midlothian High School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm offers a comprehensive adviser-support platform with access to discretionary and nondiscretionary managed-account programs, third-party asset managers, retirement consulting, and custody services.

Ashley Morris is a CFP® professional with 11 years of industry experience. She currently advises at Edelman Financial Engines and previously worked at Facet Wealth, The Vanguard Group, Inc., and Keatley Wealth Management, LLC. Morris serves as an honorary board member of the JC Morris Family Foundation, a charitable organization providing educational assistance for underserved minors. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios, rebalancing, and both discretionary and non-discretionary management options.